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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	CL Croft-Leominster Baltimore, Maryland	$630K	-$565K	0	–	Closed
452	GHCM Glen Harbor Capital Management San Diego, California	$630K	+$605K	5	0.02%	New
453	ID Integral Derivatives New York	$620K	-$677K	3	0.01%	Reduced
454	Advisor Group Phoenix, Arizona	$616K	+$76K	7	0.01%	Increased
455	EMG Ellington Management Group Old Greenwich, Connecticut	$608K	+$319K	1	0.09%	Increased
456	Gateway Investment Advisers Cincinnati, Ohio	$606K	$0	1	0.01%	Maintained
457	MCIM Meadow Creek Investment Management Atlanta, Georgia	$603K	+$573K	5	0.02%	New
458	BlackRock Japan Tokyo, Japan	$597K	+$64.4K	2	0%	Increased
459	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$586K	+$5.03K	1	0.01%	Increased
460	SW SVB Wealth Boston, Massachusetts	$581K	-$20.5K	2	0.02%	Reduced
461	TA Teton Advisors Rye, New York	$578K	-$1.06M	1	0.06%	Reduced
462	MCC Malaga Cove Capital Pv Estates, California	$572K	+$568K	1	0.37%	New
463	CONA Capital One National Association New York	$567K	-$407K	1	0.04%	Reduced
464	Oribel Capital Management New York	$557K	+$573K	1	0.1%	New
465	Baker Avenue Asset Management San Francisco, California	$556K	+$497K	1	0.08%	New
466	Congress Asset Management Boston, Massachusetts	$533K	+$267K	1	0.01%	Increased
467	Boothbay Fund Management New York	$527K	-$183K	2	0.12%	Reduced
468	LPL Financial San Diego, California	$521K	-$104K	2	0%	Reduced
469	EGA E&G Advisors Houston, Texas	$520K	+$76.5K	1	0.31%	Increased
470	IR Invictus RG Hamilton, Bermuda	$519K	+$109K	3	0.35%	Increased
471	State of Alaska Department of Revenue Juneau, Alaska	$519K	+$510K	3	0.05%	New
472	Sessa Capital New York	$518K	$0	1	0.1%	Maintained
473	JCM Janney Capital Management Pittsburgh, Pennsylvania	$507K	+$2.53K	1	0.02%	Increased
474	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$504K	+$4.37K	1	0.01%	Increased
475	Commerce Bank Kansas City, Missouri	$503K	-$12.4K	1	0.01%	Reduced